Notable analyst calls this week: Netflix, Carvana and Marvell Technology among top picks

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

• BofA increased its 2026-28 projections to reflect stronger product margins and elevated energy prices, with 2026 earnings before interest, taxes, depreciation and amortization expected to climb meaningfully

  60% confidence

• Netflix should achieve double-digit revenue growth over the next three to four years thanks to its advertising business—expected to grow to ~$9.5B by 2030—and increased subscription prices

  60% confidence

• Dell could see some upside in the near term for AI servers with a potential demand/sentiment shift in the market as Dell uses its 10x AI server teams versus peers, fortress balance sheet, and estimated $85B five-quarter pipeline

  60% confidence

• ServiceNow is better positioned for this AI era relative to other application software firms, and hence it has been our only Buy-rated application software stock, as we've been quite cautious on the broader group. Given that our confidence in that view has weakened and we're hearing more anecdotes of non-AI apps software budget pressure, we're moving to a Neutral rating despite the material YTD de-rating in the stock to 15x 2026 FCF

  60% confidence

• Netflix can now focus on its strategic roadmap of capital allocation towards content, including more live events, and returning capital to shareholders, with the distraction of battling Paramount Skydance for control of Warner Bros. behind it

  60% confidence

• Marvell is first and foremost an optical company, and with ports growing rapidly, the market growth carries the name alone. Industry checks suggest optical ports should double in 2026 and double again in 2027

  60% confidence

• Pricing strength tied to supply disruptions could fade as markets normalize

  60% confidence

• Much of the recent upside for LyondellBasell driven by geopolitical disruptions is already reflected in the stock. Shares have rallied on Iran conflict tailwinds which we expect to be fleeting

  60% confidence

• Carvana is positioned for high levels of sustained growth long term but think the medium term could see some level of increasing industry competition, with consumer demand resilient but gross profit per unit seeing some headwinds

  60% confidence

• Higher average selling prices, or ASPs, for PCs could offset some near-term unit headwinds as they see Dell taking PC share in 2026

  60% confidence

• UBS expects revenue beats for ServiceNow for the next few quarters to be less than normal and current remaining performance obligations to decline slightly

  60% confidence

Data points we hold from this source